Civic Intelligence

Jfs Wealth Advisors LLC

Plan context: Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan

EIN 26-0580799 • Hermitage, PA • 17 filings • 2 plans

1479 North Hermitage RoadHermitage, PA 16148
Current Snapshot

Latest Year

2024

2024 Participants

110

2024 Assets

$18,670,227

2024 Contributions

$1,273,917

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$18,670,227$9,335,114$0200820162024YearValue
$18,670,227Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

110550200820162024YearValue
110Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241110$18,670,227$1,273,917$11,581iApproximate average salary by contribution assumption: employee only about $289,527 at 4% or $193,018 at 6%; with 50% employer match about $193,018 at 4% or $128,678 at 6%; with 100% employer match about $144,763 at 4% or $96,509 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-110$18,670,227$1,273,917$11,581iApproximate average salary by contribution assumption: employee only about $289,527 at 4% or $193,018 at 6%; with 50% employer match about $193,018 at 4% or $128,678 at 6%; with 100% employer match about $144,763 at 4% or $96,509 at 6%.
20231107$16,774,185$1,542,912$14,420iApproximate average salary by contribution assumption: employee only about $360,493 at 4% or $240,329 at 6%; with 50% employer match about $240,329 at 4% or $160,219 at 6%; with 100% employer match about $180,247 at 4% or $120,164 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-107$16,774,185$1,542,912$14,420iApproximate average salary by contribution assumption: employee only about $360,493 at 4% or $240,329 at 6%; with 50% employer match about $240,329 at 4% or $160,219 at 6%; with 100% employer match about $180,247 at 4% or $120,164 at 6%.
20221109$13,535,698$1,290,552$11,840iApproximate average salary by contribution assumption: employee only about $295,998 at 4% or $197,332 at 6%; with 50% employer match about $197,332 at 4% or $131,555 at 6%; with 100% employer match about $147,999 at 4% or $98,666 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-109$13,535,698$1,290,552$11,840iApproximate average salary by contribution assumption: employee only about $295,998 at 4% or $197,332 at 6%; with 50% employer match about $197,332 at 4% or $131,555 at 6%; with 100% employer match about $147,999 at 4% or $98,666 at 6%.
2021186$15,738,188$1,025,199$11,921iApproximate average salary by contribution assumption: employee only about $298,023 at 4% or $198,682 at 6%; with 50% employer match about $198,682 at 4% or $132,455 at 6%; with 100% employer match about $149,011 at 4% or $99,341 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-86$15,738,188$1,025,199$11,921iApproximate average salary by contribution assumption: employee only about $298,023 at 4% or $198,682 at 6%; with 50% employer match about $198,682 at 4% or $132,455 at 6%; with 100% employer match about $149,011 at 4% or $99,341 at 6%.
2020179$13,917,432$1,193,437$15,107iApproximate average salary by contribution assumption: employee only about $377,670 at 4% or $251,780 at 6%; with 50% employer match about $251,780 at 4% or $167,853 at 6%; with 100% employer match about $188,835 at 4% or $125,890 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-79$13,917,432$1,193,437$15,107iApproximate average salary by contribution assumption: employee only about $377,670 at 4% or $251,780 at 6%; with 50% employer match about $251,780 at 4% or $167,853 at 6%; with 100% employer match about $188,835 at 4% or $125,890 at 6%.
2019174$11,130,910$705,737$9,537iApproximate average salary by contribution assumption: employee only about $238,425 at 4% or $158,950 at 6%; with 50% employer match about $158,950 at 4% or $105,967 at 6%; with 100% employer match about $119,212 at 4% or $79,475 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-74$11,130,910$705,737$9,537iApproximate average salary by contribution assumption: employee only about $238,425 at 4% or $158,950 at 6%; with 50% employer match about $158,950 at 4% or $105,967 at 6%; with 100% employer match about $119,212 at 4% or $79,475 at 6%.
2018167$5,779,501$674,842$10,072iApproximate average salary by contribution assumption: employee only about $251,807 at 4% or $167,871 at 6%; with 50% employer match about $167,871 at 4% or $111,914 at 6%; with 100% employer match about $125,903 at 4% or $83,936 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-67$5,779,501$674,842$10,072iApproximate average salary by contribution assumption: employee only about $251,807 at 4% or $167,871 at 6%; with 50% employer match about $167,871 at 4% or $111,914 at 6%; with 100% employer match about $125,903 at 4% or $83,936 at 6%.
2017165$6,228,273$614,214$9,449iApproximate average salary by contribution assumption: employee only about $236,236 at 4% or $157,491 at 6%; with 50% employer match about $157,491 at 4% or $104,994 at 6%; with 100% employer match about $118,118 at 4% or $78,745 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-65$6,228,273$614,214$9,449iApproximate average salary by contribution assumption: employee only about $236,236 at 4% or $157,491 at 6%; with 50% employer match about $157,491 at 4% or $104,994 at 6%; with 100% employer match about $118,118 at 4% or $78,745 at 6%.
2016160$4,537,890$840,297$14,005iApproximate average salary by contribution assumption: employee only about $350,124 at 4% or $233,416 at 6%; with 50% employer match about $233,416 at 4% or $155,611 at 6%; with 100% employer match about $175,062 at 4% or $116,708 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-60$4,537,890$840,297$14,005iApproximate average salary by contribution assumption: employee only about $350,124 at 4% or $233,416 at 6%; with 50% employer match about $233,416 at 4% or $155,611 at 6%; with 100% employer match about $175,062 at 4% or $116,708 at 6%.
2015157$3,459,364$430,009$7,544iApproximate average salary by contribution assumption: employee only about $188,600 at 4% or $125,734 at 6%; with 50% employer match about $125,734 at 4% or $83,822 at 6%; with 100% employer match about $94,300 at 4% or $62,867 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-57$3,459,364$430,009$7,544iApproximate average salary by contribution assumption: employee only about $188,600 at 4% or $125,734 at 6%; with 50% employer match about $125,734 at 4% or $83,822 at 6%; with 100% employer match about $94,300 at 4% or $62,867 at 6%.
2014142$3,208,355$313,527$7,465iApproximate average salary by contribution assumption: employee only about $186,623 at 4% or $124,415 at 6%; with 50% employer match about $124,415 at 4% or $82,944 at 6%; with 100% employer match about $93,312 at 4% or $62,208 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-42$3,208,355$313,527$7,465iApproximate average salary by contribution assumption: employee only about $186,623 at 4% or $124,415 at 6%; with 50% employer match about $124,415 at 4% or $82,944 at 6%; with 100% employer match about $93,312 at 4% or $62,208 at 6%.
2013143$2,971,835$339,771$7,902iApproximate average salary by contribution assumption: employee only about $197,541 at 4% or $131,694 at 6%; with 50% employer match about $131,694 at 4% or $87,796 at 6%; with 100% employer match about $98,771 at 4% or $65,847 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-43$2,971,835$339,771$7,902iApproximate average salary by contribution assumption: employee only about $197,541 at 4% or $131,694 at 6%; with 50% employer match about $131,694 at 4% or $87,796 at 6%; with 100% employer match about $98,771 at 4% or $65,847 at 6%.
2012137$2,151,442$230,976$6,243iApproximate average salary by contribution assumption: employee only about $156,065 at 4% or $104,043 at 6%; with 50% employer match about $104,043 at 4% or $69,362 at 6%; with 100% employer match about $78,032 at 4% or $52,022 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-37$2,151,442$230,976$6,243iApproximate average salary by contribution assumption: employee only about $156,065 at 4% or $104,043 at 6%; with 50% employer match about $104,043 at 4% or $69,362 at 6%; with 100% employer match about $78,032 at 4% or $52,022 at 6%.
2011137$1,834,783$258,371$6,983iApproximate average salary by contribution assumption: employee only about $174,575 at 4% or $116,383 at 6%; with 50% employer match about $116,383 at 4% or $77,589 at 6%; with 100% employer match about $87,288 at 4% or $58,192 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-37$1,834,783$258,371$6,983iApproximate average salary by contribution assumption: employee only about $174,575 at 4% or $116,383 at 6%; with 50% employer match about $116,383 at 4% or $77,589 at 6%; with 100% employer match about $87,288 at 4% or $58,192 at 6%.
2010137$1,784,966$210,165$5,680iApproximate average salary by contribution assumption: employee only about $142,003 at 4% or $94,669 at 6%; with 50% employer match about $94,669 at 4% or $63,113 at 6%; with 100% employer match about $71,002 at 4% or $47,334 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-37$1,784,966$210,165$5,680iApproximate average salary by contribution assumption: employee only about $142,003 at 4% or $94,669 at 6%; with 50% employer match about $94,669 at 4% or $63,113 at 6%; with 100% employer match about $71,002 at 4% or $47,334 at 6%.
2009131$964,717$120,310$3,881iApproximate average salary by contribution assumption: employee only about $97,024 at 4% or $64,683 at 6%; with 50% employer match about $64,683 at 4% or $43,122 at 6%; with 100% employer match about $48,512 at 4% or $32,341 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-31$964,717$120,310$3,881iApproximate average salary by contribution assumption: employee only about $97,024 at 4% or $64,683 at 6%; with 50% employer match about $64,683 at 4% or $43,122 at 6%; with 100% employer match about $48,512 at 4% or $32,341 at 6%.
2008126$637,522$220,961$8,499iApproximate average salary by contribution assumption: employee only about $212,463 at 4% or $141,642 at 6%; with 50% employer match about $141,642 at 4% or $94,428 at 6%; with 100% employer match about $106,231 at 4% or $70,821 at 6%.
Jfs Wealth Advisors LLC 401(K) Profit Sharing Plan-26$637,522$220,961$8,499iApproximate average salary by contribution assumption: employee only about $212,463 at 4% or $141,642 at 6%; with 50% employer match about $141,642 at 4% or $94,428 at 6%; with 100% employer match about $106,231 at 4% or $70,821 at 6%.
Jfs Wealth Advisors LLC | EIN 26-0580799 | 2024 Form 5500 Company Profile